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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,789 | $80,748+272.5% | $102,383+193.8% | $74,429+304.1% |
| Participation rate | 69.3% | 65.7%+3.6pp | 74.5%-5.2pp | 67.2%+2.1pp |
| Annual return | 24.90% | 27.57%-2.7pp | 24.94%0pp | 1368.38%-1343.5pp |
| Employer contribution / active EE | $6,248 | $3,159+97.8% | $3,870+61.4% | $2,625+138.0% |
| Participant deferral / active EE | $11,694 | $3,861+202.9% | $5,060+131.1% | $4,348+168.9% |
| Admin fee / account holder | $1 | $2,371-99.9% | $8,391-100.0% | $1,944-99.9% |